Legacies: What We Leave Behind

Legacies

What We Leave Behind is More Than Money When it comes to estate planning, it comes down to what assets you want to pass along and how it happens. However, the legacies we leave behind are often far more than money. In this broadcast originally to The Plain English Attorney Community, attorney and author Jeffrey […]

Millennial Planning Challenges and Opportunities

Millennial Planning Challenges

Millennial planning consists of unique challenges that Boomers and Gen X have not had to face. These challenges include financial, legal, and family problems including estate planning issues probably unthought of by Boomers and the generations before them. The checklist includes: Having forgone college, or having massive student loan debt if they did go A […]